Filed May 12, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,022 | $130,194-49.3% | $169,993-61.2% | $71,457-7.6% |
| Participation rate | 70.1% | 86.1%-16.1pp | 87.0%-16.9pp | 67.9%+2.2pp |
| Annual return | 12.28% | 20.37%-8.1pp | 53.37%-41.1pp | 28.85%-16.6pp |
| Employer contribution / active EE | $1,792 | $4,381-59.1% | $6,785-73.6% | $2,588-30.8% |
| Participant deferral / active EE | $2,216 | $6,923-68.0% | $10,408-78.7% | $4,289-48.3% |
| Admin fee / account holder | $4,155 | $966+330.3% | $12,815-67.6% | $1,587+161.8% |